Every material Form 8-K Aptiv has filed with the SEC since October 31, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Aptiv reported third quarter 2026 revenue of $3.2 billion, up 2%, and GAAP net income from continuing operations of $194 million, compared with a $488 million loss a year earlier that included a $648 million goodwill impairment. Adjusted net income per share fell to $1.42 from $1.48, and adjusted EBITDA dropped to $567 million from $598 million. The filing also gives full-year 2026 guidance on a New Aptiv basis, excluding the Electrical Distribution Systems business spun off as Versigent PLC on April 1, 2026.
Q3 2026 revenue of $3.2 billion, up 2%; adjusted revenue growth also 2%
GAAP diluted EPS from continuing operations of $0.94 vs. a loss of $2.24 a year earlier; adjusted EPS of $1.42 vs. $1.48
Full-year 2026 adjusted EPS guidance of $5.60 to $5.80; GAAP diluted EPS guidance of $3.95 to $4.15
Repurchased $233 million of shares in Q3 and $558 million year to date; $1.6 billion remained under the authorization as of September 30, 2026
Aptiv reported second quarter 2026 revenue of $3.3 billion, up 2% from a year earlier, with GAAP diluted earnings from continuing operations of $1.40 per share versus $1.21. The first quarter as New Aptiv followed the April 1, 2026 spin-off of its Electrical Distribution Systems business, and the company issued third quarter and full year 2026 guidance for the business without that segment, with full year adjusted EPS expected at $5.60 to $5.80.
Q2 adjusted EPS of $1.63 vs $1.31 a year earlier; Adjusted EBITDA of $613 million vs $547 million
Q2 free cash flow of $12 million vs $219 million a year earlier; year-to-date free cash flow was negative $196 million
Full year 2026 guidance (New Aptiv, pro forma): net sales $12.6 billion to $12.8 billion, GAAP EPS $4.06 to $4.26
Repurchased 4.1 million shares for $250 million in Q2; $1.8 billion remained under the authorization as of June 30, 2026
Aptiv reported first-quarter 2026 revenue of $5.1 billion, up 5% from a year earlier, and GAAP net income of $189 million, compared with a net loss of $11 million a year ago. The results still include the Electrical Distribution Systems business, which was spun off as Versigent PLC on April 1, 2026, and the company's second-quarter results will exclude it. Adjusted EBITDA slipped to $752 million and free cash flow was negative $362 million, so shareholders get a mixed picture ahead of the new guidance for the smaller company.
Revenue was $5.1 billion, up 5%, or 1% excluding currency and commodity movements.
GAAP net income was $189 million, or $0.88 per diluted share, versus a loss of $0.05 a year earlier; adjusted EPS was $1.71 versus $1.69.
Adjusted EBITDA was $752 million versus $758 million, and free cash flow was negative $362 million versus $76 million positive.
Second-quarter 2026 guidance for New Aptiv: net sales of $3.2 billion to $3.4 billion and adjusted EPS of $1.30 to $1.50; full-year pro forma adjusted EPS of $5.70 to $6.10.
Aptiv PLC completed the spin-off of Versigent Limited on April 1, 2026, under a separation and distribution agreement the two companies signed on March 30, 2026. The agreement sets out the principal actions for the spin-off and govern the companies' relationship afterward. The filing does not report financial results or the value of the transaction, so shareholders can use the pro forma financial information Aptiv plans to file by amendment.
Spin-off of Versigent Limited completed April 1, 2026
Separation and Distribution Agreement dated March 30, 2026, filed as Exhibit 2.1
Versigent's information statement, filed as Exhibit 99.1 to its March 12, 2026 Form 8-K, summarizes the agreement's material terms
Pro forma financial information to be filed by amendment no later than four business days after the spin-off
Aptiv PLC disclosed that Javed Khan, Executive Vice President and President, Intelligent Systems, is resigning effective March 30, 2026, to become chief executive officer of a software and AI company. Chair and CEO Kevin Clark will take over the Intelligent Systems president role until a successor is named, and Khan will join the company's Technology Advisory Committee after leaving.
Javed Khan informed Aptiv of his resignation on March 13, 2026, effective March 30, 2026
Khan is leaving to be named chief executive officer of a software and AI company
Kevin Clark, Chair and CEO, will assume the role of President, Intelligent Systems until a successor is named
Khan will join Aptiv's Technology Advisory Committee following his departure
Aptiv reported fourth-quarter and full-year 2025 results on February 2, 2026. Revenue rose, but U.S. GAAP net income fell sharply, and full-year GAAP results include a $648 million non-cash goodwill impairment, while adjusted earnings per share rose. The company also issued 2026 guidance ahead of its planned spin-off of the Electrical Distribution Systems business as Versigent.
Q4 2025 revenue was $5.2 billion, up 5%; U.S. GAAP net income was $138 million, versus $268 million a year earlier.
Q4 diluted EPS was $0.64 on a U.S. GAAP basis versus $1.14 a year earlier; adjusted EPS was $1.86 versus $1.75.
Full-year 2025 U.S. GAAP net income was $165 million, including a $648 million goodwill impairment; adjusted EPS was $7.82 versus $6.26.
2026 guidance calls for net sales of $21.12 billion to $21.82 billion and adjusted EPS of $8.15 to $8.75.
Aptiv PLC's board appointed Håkan Agnevall, President and CEO of Wärtsilä Corporation, as a director effective December 10, 2025. The filing says he has no material interest in any related-party transaction requiring disclosure, and the company described him as bringing experience in electrification, automation and service innovation.
Board appointment made December 2, 2025; effective date December 10, 2025
Agnevall has been President and CEO of Wärtsilä Corporation since February 2021
Previously President of Volvo Buses (2013 to 2021) and held senior roles at Bombardier Transportation and ABB
Filing states he has no direct or indirect material interest in any transaction requiring disclosure under Item 404(a) of Regulation S-K
Aptiv reported third-quarter 2025 revenue of $5.2 billion, up 7% from a year earlier, and raised its full-year 2025 guidance. The company also posted a GAAP net loss of $355 million, driven by a non-cash $648 million goodwill impairment tied to its 2022 Wind River acquisition, so shareholders face a mixed picture of operating growth and a large one-time charge.
Q3 2025 revenue was $5.2 billion, up 7%; up 6% adjusted for currency and commodity movements.
GAAP net loss was $355 million, or $1.63 per diluted share, including a $648 million goodwill impairment.
Excluding special items, diluted EPS was $2.17, compared with $1.83 in the prior-year period.
Full-year 2025 adjusted EPS guidance is $7.55 to $7.85, and the company raised its full-year guidance.
Aptiv reported second quarter 2025 results on July 31, 2025. Revenue rose 3% to $5.2 billion and adjusted earnings per share rose to $2.12 from $1.58, but U.S. GAAP earnings per share fell to $1.80 from $3.47, as the prior-year quarter included a $641 million net gain on equity method transactions. The company guided full-year 2025 U.S. GAAP diluted EPS to $4.40 to $4.70 and adjusted EPS to $7.30 to $7.60; the filing does not say whether these ranges changed from earlier guidance.
Q2 2025 U.S. GAAP revenue was $5.2 billion, up 3%; adjusted EPS was $2.12 versus $1.58 a year earlier.
Q2 U.S. GAAP net income was $393 million versus $938 million; the prior-year period included a $641 million net gain on equity method transactions.
Full-year 2025 guidance: U.S. GAAP diluted EPS $4.40 to $4.70; adjusted EPS $7.30 to $7.60; Q3 adjusted EPS $1.60 to $1.80.
Year-to-date tax expense of $401 million includes an increase of about $300 million in valuation allowances on deferred tax assets.
Aptiv reported a first quarter 2025 U.S. GAAP net loss of $11 million, or $0.05 per diluted share, compared with net income of $218 million, or $0.79 per share, a year earlier. The swing mainly reflects a tax expense of $356 million, which includes about $300 million of higher valuation allowances tied to OECD guidance, while adjusted earnings rose to $1.69 per share from $1.16.
Net sales were $4.8 billion, down 2% from the prior year period; adjusted for currency and commodities, revenue fell 1%.
Adjusted operating income was $572 million, a margin of 11.9%, compared with 11.1% a year earlier.
Full-year 2025 guidance calls for net sales of $19.6 billion to $20.4 billion and U.S. GAAP diluted net income per share of $5.25 to $5.85, excluding potential tariff impacts.
Net cash from operating activities was $273 million, up from $244 million, and $2.52 billion remained under the $5.0 billion buyback authorization as of March 31, 2025.
On March 31, 2025, Aptiv and certain subsidiaries entered into an Amended and Restated Credit Agreement with JPMorgan Chase Bank as administrative agent, providing up to $2 billion in a U.S. dollar tranche and a global revolving tranche. The filing says the agreement replaces an earlier credit agreement dated August 17, 2016, as amended in 2021 and 2023, and that the company has no material relationships with the lenders beyond underwriting and share repurchase facilitation. The filing does not state pricing, maturity or amounts drawn, and the financing is a debt facility that shareholders should weigh against its covenants and default terms.
Credit Agreement dated March 31, 2025 provides up to $2,000 million in aggregate principal
Includes a U.S. Dollar tranche and a global revolving tranche in global currencies
Amends and restates the Third Amended and Restated Credit Agreement dated August 17, 2016, as amended in 2021 and April 19, 2023
Event of default could make outstanding principal and accrued interest immediately due and payable
Aptiv reported fourth quarter 2024 revenue of $4.9 billion, flat year over year, and U.S. GAAP earnings of $1.14 per diluted share, down from $3.22 a year earlier. The prior-year quarter included a $680 million tax benefit, while adjusted earnings rose to $1.75 per share from $1.40. The company also guided 2025 U.S. GAAP diluted EPS to $5.25 to $5.85, below 2024's $6.96, and adjusted EPS to $7.00 to $7.60, above 2024's $6.26.
Q4 2024 U.S. GAAP diluted EPS was $1.14 versus $3.22 in Q4 2023; adjusted EPS was $1.75 versus $1.40.
Full-year 2024 revenue was $19.7 billion, down 2%, and U.S. GAAP diluted EPS was $6.96.
2025 guidance: U.S. GAAP diluted EPS of $5.25 to $5.85 and adjusted EPS of $7.00 to $7.60, excluding potential impacts of recent U.S. tariffs.
Aptiv repurchased shares for about $3.35 billion in 2024 and plans to complete its accelerated share repurchase by Q2 2025.
Aptiv PLC announced its Board approved a plan to separate its Electrical Distribution Systems (EDS) business into an independent public company through a tax-free spin-off to Aptiv shareholders, with completion targeted by March 31, 2026. The company also affirmed its previously issued full-year 2024 guidance, and the 2024 figures it provided are estimates that have not yet been audited.
Spin-off of EDS targeted for completion by March 31, 2026, subject to Board approval, tax opinions and an SEC Form 10 filing.
Estimated 2024 EDS revenue of $8.3 billion and U.S. GAAP operating income of $0.4 billion; remaining Aptiv estimated at $12.1 billion revenue and $1.4 billion operating income.
Full-year 2024 outlook affirmed; fourth quarter 2024 results to be released February 6, 2025.
On December 19, 2024, Aptiv Swiss Holdings merged with Aptiv Irish Holdings, with Aptiv Swiss Holdings surviving, both wholly owned subsidiaries of Aptiv PLC. As successor issuer, Aptiv Swiss Holdings assumed the obligations on 11 series of senior notes and $500 million of 6.875% junior subordinated notes due 2054. The filing describes an internal reorganization and does not report any change to Aptiv PLC's financial results.
Merger agreement dated November 4, 2024; Aptiv Irish Holdings shareholders approved the merger at an extraordinary general meeting on December 2, 2024.
Aptiv Swiss Holdings assumed 11 series of senior notes, including €500 million 1.60% notes due 2028 and $1,500 million 3.10% notes due 2051.
Aptiv Swiss Holdings assumed the $500 million 6.875% Fixed-to-Fixed Reset Rate Junior Subordinated Notes due 2054 under a subordinated indenture dated September 13, 2024.
Supplemental indentures are filed as Exhibits 4.1 and 4.2 with the Trustee, Wilmington Trust, National Association.
Aptiv said its Vice Chairman, Business Operations and CFO Joseph Massaro will lead the Engineered Components Group effective November 8, 2024, and will be succeeded as CFO by Varun Laroyia, formerly of LKQ Corporation. COO William Presley will also step down on November 22, 2024, to pursue other opportunities. The changes are a leadership transition at the finance chief and operating levels, and the filing reports no financial results.
Varun Laroyia named Executive Vice President and CFO effective November 8, 2024; he previously served at LKQ Corporation, most recently as Senior Advisor
Laroyia's pay: $850,000 base salary, 100% bonus target, $4,050,000 annual LTI award, $3,000,000 one-time LTI award, and $2,000,000 signing bonus
William T. Presley, Vice Chairman and Chief Operating Officer, steps down November 22, 2024; his duties will be assumed by other management
Aptiv reported third quarter 2024 revenue of $4.9 billion, down 5% from the prior year, and U.S. GAAP diluted earnings of $1.48 per share, down from $5.76 a year earlier, which included a large tax benefit. Adjusted earnings per share rose to $1.83 from $1.30, and the company said it revised its full-year 2024 outlook, citing customer schedule reductions and weaker automotive production volumes.
Q3 2024 revenue was $4.9 billion, down 5%; adjusted for currency and commodities, down 6%
Q3 U.S. GAAP net income was $363 million versus $1,629 million a year earlier; adjusted EPS was $1.83 versus $1.30
Full-year 2024 guidance includes U.S. GAAP diluted EPS of $6.80 to $7.10 and adjusted EPS of $6.00 to $6.30
Q3 share repurchases totaled $2.32 billion, with $2.52 billion remaining under the $5.0 billion authorization
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